Article preview: An essential part of the role of a Financial Planner is to identify and manage client vulnerability. Vulnerable clients come in many guises, although age and declining mental capacity is sometimes a factor. When combined with complicated financial decisions, people in later life can face challenging choices which require expert and impartial support. The Pensions Policy Institute (PPI) has published a new report called Supporting Later Life, in which it considers some of these challenges.
Declining financial capability in later life
This 561-word blog post considers a new report from the Pensions Policy Institute which highlights declining financial capability and consistent financial confidence in later life, and what this could mean for managing pension fund withdrawals. Written on 23rd October 2019.
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